Souders Financial Advisors Purchases and Sells in Q2 2025

Souders Financial Advisors

$697 Million
Q2 2025

Top Buys

Incresed Positions

89 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGDV	89.7K + 7.42%	$31.93 - $39.49 $2.86M - $3.54M	1.3M $51.3M
VOO	3.39K + 3.72%	$456.74 - $568.03 $1.55M - $1.93M	94.7K $53.8M
CGUS	51.5K + 5.85%	$29.93 - $36.93 $1.54M - $1.9M	933K $34.4M
VXUS	12.8K + 2.46%	$55.54 - $69.09 $710K - $883K	533K $36.8M
CGGR	33.2K + 10.04%	$30.53 - $40.65 $1.01M - $1.35M	365K $14.8M
SCHG	19.4K + 2.9%	$22.27 - $29.21 $432K - $567K	688K $20.1M

New Holdings

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COF	2.48K New	$150.57 - $212.76 $374K - $528K	2.48K $528K
UJUL	14.2K New	$31.44 - $36.79 $445K - $521K	14.2K $521K
IESC	1.14K New	$160.58 - $296.23 $183K - $337K	1.14K $337K
NOW	321 New	$721.65 - $1040.18 $232K - $334K	321 $330K
KKR	2.26K New	$92.79 - $134.29 $209K - $303K	2.26K $300K
GD	897 New	$247.68 - $291.66 $222K - $262K	897 $261K

Top Sells

Reduced Positions

79 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	-3.25K - 48.4%	$274.35 - $599.47 $891K - $1.95M	3.46K $1.08M
PG	-6.18K - 4.83%	$157.66 - $172.39 $974K - $1.06M	122K $19.4M
AAPL	-840 - 1.43%	$172.42 - $223.89 $145K - $188K	57.9K $11.9M
ABBV	-3.51K - 30.02%	$170.16 - $206.27 $597K - $724K	8.18K $1.52M
CRM	-3.26K - 47.13%	$236.26 - $291.15 $770K - $949K	3.66K $996K
SCHA	-28K - 41.95%	$20.42 - $25.3 $572K - $708K	38.7K $980K

Activity Summary All Purchases 113 New Holdings 24 Increased Positions 89 All Sells 79 Reductions 79 Sold out 0 Calls 0 Puts 0

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